Financial Statements and Assurance Services

(available only from CPAs)

• Audits – Highest level of assurance – with disclosures
  For profit and not for profit entities (including Govt. A-133 (yellow book) compliance)
  Employee Benefit Plans
  Agreed upon procedures
  Forecasts/Projections
  Internal Control analysis
• Review – Limited assurance – with disclosures
  Analytical procedures analysis
• Compilation – with/without disclosures
• Peer Review – CPA firms providing the above services are required to have a Peer Review every three years. A Peer Review is conducted by another CPA firm qualified to provide this service. They examine our Quality Control System to make sure that we have procedures in place to insure that we are following our profession’s required high standards of quality for these services.  Our latest Peer Review was August 2024.

Tax Services

• Tax Compliance
  Preparation of business, individual, estate, gift and trust federal, state and local tax returns
  Representation with tax authorities to resolve federal/state tax issues
• Business Entity Selection
• Buying/Selling a business
• Financial, estate/gift, and retirement planning
• State/Multi-state tax planning

Bookkeeping (write-up) Services

It is important for you to know how your business is doing – current financial records are critical

• General Ledger – (properly adjusted) monthly/ quarterly/annually (your software or ours)
• Bank Reconciliations
• Payroll

Payroll Services

• Calculate payroll, generate checks, direct deposit, online payroll check stubs
• Tax payments – calculate, electronic payment
• Forms – monthly/quarterly/annually – federal, state

QuickBooks Support/Consulting/Training

• QuickBooks Advanced Certified ProAdvisor

Accounting Software Support

• Selection/implementation/training – any software
• QuickBooks Advanced Certified ProAdvisor

Planning

• Financial Projections/ Cash Flow Analysis
• Financial, estate/gift, and retirement planning
• Tax projections/planning
• Buying/selling a business
• Business entity selection
• Accounting systems